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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.1 year Service code 99 1545 RIVER PARK DR STE 325 · SACRAMENTO, CA 95815 | Other Fees | $4,690 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $1,438 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,659 | $26,906-56.7% | $61,452-81.0% | $77,906-85.0% |
| Participation rate | 8.1% | 33.4%-25.3pp | 52.6%-44.5pp | 73.7%-65.6pp |
| Annual return | -26.21% | -14.46%-11.8pp | 338.96%-365.2pp | 12.16%-38.4pp |
| Employer contribution / active EE | $161 | $521-69.2% | $1,160-86.1% | $2,846-94.4% |
| Participant deferral / active EE | $440 | $1,180-62.7% | $2,125-79.3% | $4,805-90.8% |
| Admin fee / account holder | $60 | $117-48.5% | $2,131-97.2% | $133-54.6% |